13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001907281
Total reported value
$161.5M
$161.5M
681 檔
10.8%
During the Q2 2025 filing period, 1620 Investment Advisors, Inc. (CIK: 0001907281) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $161.5M across 681 reported positions.
In Q2 2025, 1620 Investment Advisors, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 681 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.16% | -0.20% | +3.34% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.49% | -0.14% | +6.70% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.30% | -0.19% | +3.84% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.22% | -0.19% | +0.40% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | -0.02% | +0.38% | |
| 6 | TY | Tri-continental CORP | Stock-Other | 2.05% | -0.05% | +0.13% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.79% | +0.40% | +4.01% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.78% | +0.63% | +5.27% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.68% | -0.13% | +2.14% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.02% | +1.66% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.48% | -0.33% | -10.28% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.43% | -0.09% | +0.53% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.01% | +1.38% | |
| 14 | JSI | Jh Securitized Income ETF | ETF-Other | 1.40% | -0.13% | +4.91% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.26% | -0.20% | +0.82% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.22% | -0.13% | +5.42% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.16% | -0.05% | +0.80% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.07% | -0.06% | +3.12% | |
| 19 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.01% | -0.05% | +103.44% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | — | +2.18% | |
| 21 | EPR | Epr Properties | Stock-Real Estate | 0.94% | +0.02% | +50.81% | |
| 22 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.92% | -0.04% | +4.63% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.87% | -0.05% | +3.21% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.86% | -0.06% | -4.60% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.84% | -0.18% | +143.30% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | -0.03% | +0.48% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.34% | +1.44% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.21% | +1.50% | |
| 29 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.77% | -0.05% | +1.43% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | -0.06% | +81.94% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.76% | -0.24% | -1.58% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.76% | -0.04% | -0.07% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.74% | -0.12% | +0.84% | |
| 34 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.71% | -0.05% | +4.16% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.67% | -0.04% | +1.17% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.66% | -0.16% | +104.25% | |
| 37 | ARCC | Ares Capital CORP | Stock-Financials | 0.65% | -0.09% | +0.37% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.64% | -0.13% | -0.25% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | +0.01% | +1.89% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.58% | -0.13% | -0.13% | |
| 41 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.58% | -0.14% | -4.49% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.58% | -0.03% | +2.43% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.13% | -4.70% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | +1.39% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.06% | +2.42% | |
| 46 | FHI | Federated Hermes Inc | Stock-Financials | 0.56% | -0.07% | +1.37% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.56% | +0.18% | +3.41% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.02% | +1.52% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.03% | +1.38% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.02% | -0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +0.7% | +103.44% | Add |
| 2 | SCHR | Schwab Intermediate-term US | +0.5% | +143.30% | Add |
| 3 | SCHO | Schwab Short-term US Treas | +0.5% | +3209.50% | Add |
| 4 | TFLR | T Rowe Price Floating Rt ETF | +0.4% | NEW | New buy |
| 5 | EPR | Epr Properties | +0.3% | +50.81% | Add |
| 6 | MO | Altria Group Inc | +0.3% | +24416.13% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +1.66% | Add |
| 8 | PFE | Pfizer Inc | +0.3% | +104.25% | Add |
| 9 | MDT | Medtronic plc | +0.3% | +81.94% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.80% | Add |
| 11 | XRAY | Dentsply Sirona Inc | +0.3% | NEW | New buy |
| 12 | MNRO | Monro Inc | +0.2% | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.38% | Add |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +4.01% | Add |
| 15 | AVGO | Broadcom Inc | +0.2% | -4.70% | Trim |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | +6.70% | Add |
| 17 | ORCL | Oracle CORP | +0.2% | +2.33% | Add |
| 18 | ETN | Eaton Corporation plc | +0.1% | -0.07% | Trim |
| 19 | MGNI | Magnite Inc | +0.1% | +60.39% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +1.89% | Add |
| 21 | LRCX | Lam Research CORP | +0.1% | +13327.27% | Add |
| 22 | FIS | Fidelity National Info Serv | +0.1% | +165.32% | Add |
| 23 | ADBE | Adobe Inc | +0.1% | +2600.00% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +0.48% | Add |
| 25 | DIS | Walt Disney Co/the | +0.1% | +1.38% | Add |
| 26 | NTAP | Netapp Inc | +0.1% | +4.36% | Add |
| 27 | NVDA | Nvidia CORP | +0.1% | -75.21% | Trim |
| 28 | TPR | Tapestry Inc | +0.1% | +2.19% | Add |
| 29 | MELI | Mercadolibre Inc | +0.1% | — | Unchanged |
| 30 | POWL | Powell Industries Inc | +0.1% | +0.52% | Add |
| 31 | CAH | Cardinal Health Inc | +0.1% | +3.54% | Add |
| 32 | MPC | Marathon Petroleum CORP | 0% | +1.17% | Add |
| 33 | RTX | Rtx CORP | 0% | +0.82% | Add |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +5.27% | Add |
| 35 | IEF | Ishares 7-10 Year Treasury B | -0.1% | +3.84% | Add |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | +3.34% | Add |
| 37 | SHOP | Shopify Inc - Class A | -0.1% | -95.28% | Trim |
| 38 | WOO | Foot Locker Inc | -0.1% | -98.21% | Trim |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -30.48% | Trim |
| 40 | CODI | Compass Diversified Holdings | -0.1% | -4.01% | Trim |
| 41 | BBY | Best Buy Co Inc | -0.2% | -38.90% | Trim |
| 42 | BMY | Bristol-myers Squibb Co | -0.2% | +2.13% | Add |
| 43 | CVX | Chevron CORP | -0.2% | +1.44% | Add |
| 44 | ABBV | Abbvie Inc | -0.2% | +2.18% | Add |
| 45 | CAT | Caterpillar Inc | -0.2% | -90.23% | Trim |
| 46 | AAPL | Apple Inc | -0.2% | +1.38% | Add |
| 47 | TJX | Tjx Companies Inc | -0.3% | -10.28% | Trim |
| 48 | PDCOEUR | Patterson Cos Inc | -0.3% | EXIT | Sold out |
| 49 | MCHP | Microchip Technology Inc | -0.3% | -86.32% | Trim |
| 50 | NSA | National Storage Affiliates | -0.4% | -85.00% | Trim |
According to official SEC Form 13F filings, 1620 Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $161.5M across 681 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, QEFA, IEF) accounted for 10.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
TFLR
市值: $535.5K
Top Position Liquidated / Trimmed
PDCOEUR
前期市值: $449.3K
During Q2 2025, 1620 Investment Advisors, Inc.'s top holdings by market value included SPIB (3.2%)、QEFA (2.5%)、IEF (2.3%). The largest single position, SPIB, represented 3.2% of total portfolio value.
In Q2 2025, 1620 Investment Advisors, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 33 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.